Charles Schwab’s Omega Flex OFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Buy |
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|
2025
Q1 | $958K | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.4M | Buy |
|
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | $2.6M | Sell |
|
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|
2022
Q4 | $2.18M | Buy |
|
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|
2022
Q3 | $2.14M | Buy |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $2.92M | Buy |
|
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|
2021
Q4 | $2.8M | Buy |
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|
2021
Q3 | $3.08M | Buy |
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|
2021
Q2 | $3.03M | Buy |
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|
2021
Q1 | $3.13M | Buy |
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|
2020
Q4 | $2.89M | Buy |
|
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|
2020
Q3 | $3.08M | Sell |
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|
2020
Q2 | $2.1M | Buy |
|
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|
2020
Q1 | $1.55M | Buy |
|
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|
2019
Q4 | $1.95M | Buy |
|
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|
2019
Q3 | $1.81M | Buy |
|
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|
2019
Q2 | $1.31M | Buy |
|
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|
2019
Q1 | $1.25M | Buy |
|
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|
2018
Q4 | $878K | Sell |
|
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|
2018
Q3 | $1.17M | Sell |
|
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|
2018
Q2 | $1.99M | Buy |
|
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|
2018
Q1 | $1.35M | Buy |
|
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|
2017
Q4 | $1.43M | Buy |
|
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|
2017
Q3 | $1.29M | Buy |
|
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|
2017
Q2 | $411K | Hold |
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|
2017
Q1 | $305K | Hold |
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|
2016
Q4 | $356K | Hold |
|
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|
2016
Q3 | $246K | Hold |
|
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|
2016
Q2 | $243K | Hold |
|
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|
2016
Q1 | $222K | Hold |
|
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|
2015
Q4 | $211K | Hold |
|
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|
2015
Q3 | $213K | Hold |
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|
2015
Q2 | $240K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $275K | Sell |
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|
2014
Q3 | $224K | Hold |
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|
2014
Q2 | $226K | Hold |
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|
2014
Q1 | $247K | Hold |
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|
2013
Q4 | $236K | Hold |
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|
2013
Q3 | $223K | Hold |
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|
2013
Q2 | $171K | Buy |
|